G

Committee: School Forum Meeting Date: 22 October 2015 Title: Annual Review of ’s Scheme for the Financing of Schools Author: Carole Murton Decision making / Decision Making consultative / information:

What is the Forum being asked to decide? 1. The Forum is being asked to note the amendments made to Suffolk’s Scheme for the Financing of Schools (Scheme), as set out in points 9 and 10, in order to bring the Scheme in line with DfE 2015 directed revisions. 2. The Forum is being asked to authorise a revision to Annex A of the Scheme to remove closed schools and schools which have converted to between 01 November 2014 and 01 September 2015. 3. The Forum is being asked to note that the revised Scheme will come into effect on 01 November 2015 and that the next review will take place after the DfE completes the 2016 annual review of its guidance.

Reason for recommendation 4. The Scheme is the formal document describing the relationship between the Authority and the maintained schools and pupil referral units (PRUs) which it funds. The Scheme contains requirements relating to financial management and associated issues, and is binding on both the Authority and on maintained schools/PRUs. 5. The DfE published statutory guidance for local authorities in August 2015. The guidance included two directed revisions which must now be incorporated into the Suffolk Scheme: 2.9: Requirement for maintained schools to publish a register of the business interests of their governors, along with any relationships with staff. 3.6: Clarification that borrowing includes the use of finance leases and is not allowable, with the exception of certain schemes approved by the Secretary of State. Currently only Salix loans have such approval. 6. The Scheme must contain a list of maintained schools and PRUs; the list needs to be revised as schools convert or close if it is to remain up-to-date.

Alternative options 7. There is no alternative option

Who will be affected by this decision? 8. All maintained schools and PRUs in Suffolk, and the Suffolk LA. The Scheme does not apply to Academies or Free Schools. Main Body of the Report 9. The underlined text needs to be added to Section 2.9 of the Suffolk Scheme as follows: 2.9 REGISTER OF BUSINESS INTERESTS The governing body of each school is required to establish a register which lists for each member of the governing body, the Headteacher and school staff:

- Any business interests they or any member of their immediate family* have - Details of any other educational establishments that they govern - Any relationships between school staff and members of the governing body - The register must be kept up to date with notification of changes, through annual review of entries and reviewed annually by the Governing Body. - The register must be available for inspection by governors, staff, parents and the LA. - The register must be published, for example on a publicly accessible school website. N.B. business interests/nil returns of school staff may be omitted from the published copy unless they are also governors or the Headteacher, in which case they must be included in the published copy.

*immediate family to include other relatives and individuals who may exert influence.

Staff and governors must be given an opportunity to declare an interest in any item on the agenda of a meeting and must withdraw from the meeting for relevant agenda items.

10. The underlined text needs to be added to Section 3.6 of the Suffolk Scheme as follows: 3.6 BORROWING BY SCHOOLS Governing bodies may borrow money externally only with the written permission of the Secretary of State. The LA must be consulted by a Governing Body wishing to seek such permission. The Secretary of State’s general position is that schools will only be granted permission for borrowing in exceptional circumstances. From time to time, however, the Secretary of State may introduce limited schemes in order to meet broader policy objectives.

Schools may use any scheme that the Secretary of State has said is available to schools without specific approval. An example of a current scheme (September 2015) is the Salix scheme designed to support energy savings. ….Governing bodies may acquire equipment through an operating lease….Other forms and types of leasing (such as finance leases or hire purchase) which constitute borrowing would require permission of the Secretary of State. Schools considering entering into a lease arrangement must seek confirmation from the LA that the lease would not be deemed to be a financial lease……. 11. As set out in Section 1.4 of the Suffolk Scheme, DfE directed changes do not require formal consultation with schools, or approval of the Forum. 12. An up-to-date list of current maintained schools and PRUs as at 01 September 2015 is included in Annex A of this paper and needs to replace Annex A of the Scheme if it is to be kept up-to-date. 13. Annex B includes details of schools which have closed or converted since 01 November 2014 and is provided for completeness. 14. As set out in Section 1.4 of the Scheme, the Schools Forum may authorise changes to Annex A of the Scheme without formal consultation with schools. 15. The changes set out in points 6, 7 and 9 (if agreed) will be incorporated into the current Scheme, with the new Scheme being published on Suffolk Learning by 01 November 2015. 16. The next Authority review of the Scheme will take place after the DfE completes the 2016 annual review of its guidance. 17. Schools and Governing Bodies will be notified of the changes made to the Scheme and the implementation date in an LMS document.

ANNEX A:

LIST OF MAINTAINED SCHOOLS AND PRUs as at 01/09/2015

PRIMARY PRIMARY

Kelsale CEVCP School 050 3093 Aldeburgh Primary School 001 2058

All Saints CEVAP School, Laxfield 056 3331 Barnby & North Cover Community Primary 005 2061

Dell Primary School 059 2146 The Albert Pye Community Primary School 006 2063

Elm Tree Community Primary School 060 2153 Ravensmere Infant School 007 2064

Gunton Community Primary School 062 2920 St Benet's Catholic Primary School 009 3333

Poplars Community Primary School 065 2147 Bedfield C of E VCP School 010 3075

Roman Hill Primary School 068 2141 Benhall St Mary's C of E VCP School 011 3076

St Mary's RC Primary School, 072 3335 Blundeston C of E VCP School 012 3114

Woods Loke Community Primary School 074 2152 Bramfield C of E VCP School 013 3077

Oulton Broad Primary School 075 2919 Brampton C of E VCP School 014 3079

Mellis CEVCP School 080 3096 Bungay Primary School 015 2067

Mendham Primary School 081 2096 St Edmund's Catholic Primary School, Bungay 016 3334

Middleton Community Primary School 082 2098 St Botolph's CEVCP School 017 3125

Occold Primary School 084 2100 Carlton Colville Primary School 019 2068

Palgrave CEVCP School 086 3099 Charsfield CEVCP School 020 3081

Peasenhall Primary School 088 2102 Corton CEVAP School 022 3083

Ringsfield CEVCP School 093 3101 Coldfair Green CP School 023 2136

Saxmundham Primary School 096 2106 Sir Robert Hitcham's CEVAP School, Debenham 025 3329

Snape Community Primary School 097 2108 Dennington CEVCP School 026 3084

Somerleyton Primary School 098 2109 Earl Soham Community Primary School 029 2072

Southwold Primary School 099 2111 St Peter and St Paul CEVAP School 031 3323

Stonham Aspal CEVAP School 101 3327 Sir Robert Hitcham's CEVAP School, Framlingham 035 3330

Stradbroke CEVCP School 102 3102 Fressingfield CEVCP School 036 3089

Thorndon CEVCP School 106 3105 Gislingham CEVCP School 038 3116

Wenhaston Primary School 109 2122 Edgar Sewter Community Primary School 041 2080

Wetheringsett CEVCP School 110 3108 Helmingham Community Primary School 042 2081

Wilby CEVCP School 112 3109 Holton St Peter Community Primary School 044 2086

Worlingham CEVCP School 113 3111 St Edmund's Primary School, Hoxne 045 2087

Worlingworth CEVCP School 114 3113 Ilketshall St Lawrence School 048 2088

PRIMARY PRIMARY

Wortham Primary School 115 2126 Clifford Road Primary School 258 2166

Yoxford Primary School 119 2128 Dale Hall Community Primary School 259 2184

Bawdsey CEVCP School 202 3074 The Willows Primary School 260 2185

Bentley CEVCP School 203 3117 Halifax Primary School 263 2186

Bildeston Primary School 205 2002 Handford Hall Primary School 264 2154

Bramford CEVCP School 206 3078 Morland Church of VA Primary School 269 2037

Brooklands Primary School 208 2133 Murrayfield Community Primary School 270 2161

Bucklesham Primary School 211 2066 Ravenswood Primary School 273 2162

Capel St Mary CEVCP School 216 3112 Pipers Vale Community Primary School 274 2930

Chelmondiston CEVCP School 217 3121 Ranelagh Primary School 275 2157

Claydon Primary School 219 2069 Rose Hill Primary School 279 2167

Copdock Primary School 220 2071 Rushmere Hall Primary School 281 2922

East Bergholt CEVCP School 223 3085 St John's CEVAP School 284 3337

Elmsett CEVCP School 224 3020 St Margaret's CEVAP School, 285 3338

Eyke CEVCP School 225 3086 St Mark's Catholic Primary School 287 3342

Causton Junior School 228 2074 St Matthew's CEVAP School 288 3339

Colneis Junior School 229 2131 St Mary's Catholic Primary School, Ipswich 289 3340

Fairfield Infant School 230 2076 St Pancras Catholic Primary School 291 3341

Grange Community Primary School 231 2137 Springfield Infant and Nursery School 293 2172

Kingsfleet Primary School 232 2134 Springfield Junior School 294 2171

Maidstone Infant School 234 2075 Whitehouse Community Primary School 300 2176

Grundisburgh Primary School 237 2079 Cedarwood Community Primary School 307 2929

Beaumont Community Primary School 238 2931 Kersey CEVCP School 308 3042

Hadleigh Community Primary School 239 2042 Heath Primary School 309 2089

St Mary's CEVAP School, Hadleigh 240 3302 Bealings School 310 2092

Henley Primary School 242 2083 Birchwood Primary School 311 2924

Hintlesham and Chattisham CEVCP School 243 3092 Beacon Hill Primary School 312 2094

Holbrook Primary School 245 2084 Gorseland Primary School 313 2132

Hollesley Primary School 246 2085 Melton Primary School 314 2095

Broke Hall Community Primary School 249 2194 Nacton CEVCP School 316 3097

Britannia Primary School and Nursery 250 2165 Orford CEVAP School 317 3332

PRIMARY PRIMARY

Otley Primary School 318 2101 St Edmundsbury CEVAP School 421 3308

Rendlesham Community Primary School 320 3346 Sextons Manor Community Primary School 422 2035

Shotley Community Primary School 322 2107 Westgate Community Primary School 424 2034

Somersham Primary School 324 2110 Abbots Green Community Primary School 425 3343

Sproughton CEVCP School 325 3115 Cavendish CEVCP School 426 3010

Stratford St Mary Primary School 327 2918 Clare Community Primary School 429 2005

Stutton CEVCP School 328 3103 Cockfield CEVCP School 430 3013

Tattingstone CEVCP School 331 3104 Combs Ford Primary School 431 2070

Trimley St Martin Primary School 332 2118 Creeting St Mary CEVAP School 432 3322

Trimley St Mary Primary School 333 2117 Elmswell Community Primary School 436 2007

Waldringfield Primary School 337 2121 Great Barton CEVCP School 441 3025

Whatfield CEVCP School 338 3066 Wells Hall Community Primary School 442 2041

Witnesham Primary School 339 2124 Pot Kiln Primary School 443 2009

Sandlings Primary School 341 2928 Great Finborough CEVCP School 444 3090

Woodbridge Primary School 342 2125 Great Waldingfield CEVCP School 445 3027

Kyson Primary School 343 2135 Great Whelnetham CEVCP School 446 3028

St Mary's CEVAP School, Woodbridge 344 3328 Hartest CEVCP School 448 3029

Acton CEVCP School 400 3000 Crawfords CEVCP School 449 3091

Bacton Community Primary School 402 2060 New Cangle Community Primary School 451 2011

Bardwell CEVCP School 404 3002 Clements Community Primary School 452 2039

Barnham CEVCP School 405 3003 St Felix Roman Catholic Primary School 455 3320

Barningham CEVCP School 406 3004 Honington CEVCP School 457 3036

Barrow CEVCP School 407 3005 Hopton CEVCP School 458 3037

Boxford CEVCP School 409 3006 Hundon Community Primary School 460 2012

Bures CEVCP School 412 3009 Ickworth Park Primary School 461 2921

The Glade Community Primary School 413 2049 Ixworth CEVCP School 464 3040

Guildhall Feoffment Community Primary School 415 2032 Lakenheath Community Primary School 466 2013

Hardwick Primary School 416 2045 Lavenham Community Primary School 467 2015

Howard Community Primary School 417 2038 All Saints CEVCP School, Lawshall 468 3043

Sebert Wood Community Primary School 418 2925 Long Melford CEVCP School 469 3045

St Edmund's Catholic Primary School, Bury St Edmunds 420 3311 Mendlesham Community Primary School 471 2097

PRIMARY PRIMARY

Beck Row Primary School 473 2018 Wickhambrook Community Primary School 521 2030

West Row Community Primary School 476 2019 Woolpit Community Primary School 522 2031

Moulton CEVCP School 478 3048

Nayland Primary School 479 2020 MIDDLE

Bosmere Community Primary School 480 2916 Howard Middle School 528 4023

All Saints CEVAP School, Newmarket 481 3305 St James CEVA Middle School 529 4601

Exning Primary School 482 2021 St Louis Catholic Middle School 530 4602

Houldsworth Valley Primary School 483 2023 Hardwick Middle School 532 4089

Laureate Community Primary School and Nursery 484 2022

Paddocks Primary School 486 2055 UPPER/HIGH

Norton CEVCP School 488 3049 157 4605

Old Newton CEVCP School 489 3098 Benjamin Britten High School 171 4101

Rattlesden CEVCP School 492 3054 356 4096

Ringshall School 494 2105 Northgate High School 370 4090

Risby CEVCP School 495 3056 King Edward VI CEVC Upper School 552 4500

Rougham CEVCP School 496 3123 St Benedict's Catholic School 553 4600

Stanton Community Primary School 499 2026 558 4057

Stoke-by-Nayland CEVCP School 501 3058 Thurston Community College 560 4024

Chilton Community Primary School 502 2129 562 4103

Abbots Hall Community Primary School 503 2138

Wood Ley Community Primary School 504 2923 SPECIAL

Cedars Park Primary School 505 3345 Warren School 196 7004

The Freeman Community Primary School 506 2114 The Bridge School 396 7008

St Gregory CEVCP School 507 3124 Riverwalk School 576 7001

Trinity CEVAP School 508 2016 Hillside Special School 579 7002

St Joseph's Roman Catholic Primary School 509 3310

Woodhall Community Primary School 512 2044 PRU

Thurlow CEVCP School 513 3026 Old Warren House Pupil Referral Unit 176 1100

Thurston CEVCP School 514 3062 The Attic Pupil Referral Unit 187 1113

St Christopher's CEVCP School 515 3063 First Base (Lowestoft) Pupil Referral Unit 189 1105

Walsham-le-Willows CEVCP School 517 3064 Harbour Pupil Referral Unit 190 1109

PRU

Alderwood Pupil Referral Unit 351 1111

First Base (Ipswich) Pupil Referral Unit 352 1107

St Christopher's Pupil Referral Unit 353 1110

Parkside Pupil Referral Unit 367 1101

Westbridge Pupil Referral Unit 389 1102

Hampden House Pupil Referral Unit 577 1104

The Albany Centre Pupil Referral Unit 580 1103

The Kingsfield Centre Pupil Referral Unit 584 1106

First Base (Brandon) Pupil Referral Unit 597 1108

Mill Meadow Pupil Referral Unit 598 1112

NURSERY

Highfield Nursery School 266 1001

Annex B

Schools converting to Academy between 01 November 2014 and 01 September 2015: Crowfoot Community Primary School Northfield St Nicholas Primary School St Margaret’s Community Primary School, Lowestoft Sprites Primary School Meadow Community Primary School Great Heath Primary School Tudor CEVCP School Castle Hill Infant School Castle Hill Junior School Cliff Lane Primary School Primary School Pakefield Primary School Glemsford Community Primary School Coupals Community Primary School The Oaks Community Primary School St Helen’s Primary School Whitton Community Primary School Alde Valley High School Thomas Gainsborough School Suffolk Beacon Hill School

Schools closing between 01 November 2014 and 01 September 2015: Combs Middle School Needham Market Middle School Stowmarket Middle School Bacton Community Middle School